Baker Tilly Wealth Management, LLC Portfolio Holdings

Baker Tilly Wealth Management, LLC

  • $429 Million
  • Q3 2025

Baker Tilly Wealth Management, LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $429 Million distributed in 306 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $31.2M, Dimensional ETF Tr U S Target with a value of $20.3M, Putnam ETF Tr Putnam Focused L with a value of $16.4M, Dimensional ETF Tr with a value of $14.6M, and Dimensional ETF Tr U S Core Eq with a value of $13.9M.

Examining the 13F form we can see an increase of $155M in the current position value, from $273M to 429M.

Below you can find more details about Baker Tilly Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $429 Million
ETFs: $224 Million
Technology: $54.6 Million
Financial Services: $29.6 Million
Communication Services: $24.2 Million
Consumer Cyclical: $19.8 Million
Healthcare: $18.7 Million
Industrials: $14.5 Million
Consumer Defensive: $7.39 Million
Other: $17.7 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.46B
$1.04 Million 0.24% of portfolio
9,676
Q3 2025 Reduced 6.0%
$7.81B
$334,000 0.08% of portfolio
3,225
Q3 2025 Added 0.25%
$9.64B
$341,000 0.08% of portfolio
25,958
Q3 2025 Added 3.64%
$4.55B
$262,000 0.06% of portfolio
951
Q3 2025 New
$7.32B
$204,000 0.05% of portfolio
1,440
Q3 2025 New
$6.08B
$202,000 0.05% of portfolio
3,595
Q3 2025 Added 5.64%
$7.36B
$213,000 0.05% of portfolio
2,900
Q3 2025 New
$5.76B
$163,000 0.04% of portfolio
17,900
Q3 2025 Added 26.76%

Summary

  • Portfolio
  • No. of Stocks 306
  • Current Value $429 Million
  • Prior Value $273 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 47 stocks
  • Additional Purchases 130 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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